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Nvidia de parel voor de komende jaren

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  2. Chiel71 28 juni 2023 11:31

    • Chiel71

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    quote:

    A3aan schreef op 26 juni 2023 19:05:

    Heftig. 10% eraf in een paar dagen.
    Nog maar het begin.
  5. forum rang 7 A3aan 14 juli 2023 12:48

    • A3aan

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    quote:

    A3aan schreef op 26 juni 2023 19:05:

    Heftig. 10% eraf in een paar dagen.
    Nog heftiger hoe snel het weer hersteld is. Nog even en die 500 is er.
  7. forum rang 7 A3aan 14 juli 2023 22:51

    • A3aan

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    Wat een verschil tussen hoog en laag vandaag. Volgende week dan maar opnieuw proberen.
  12. forum rang 8 Hopper58 20 juli 2023 13:58

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    Mensen TSMC conferentie deze ochtend: K.I. zal in de komende jaren maar voor de 'low teens' bijdragen aan de omzet. Jullie zitten in een bubbel.!!!

    Check it out.
  15. forum rang 8 Hopper58 20 juli 2023 20:50

    • Hopper58

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    'TSMC TSM, -4.88%, currently the world’s largest contract manufacturer of semiconductors, acknowledged in its earnings call with analysts that there has been strong demand for processors related to AI, especially in the data center, but they added that it is not clear how sustainable that demand will be. It also said AI would not offset the current sluggish global demand for semiconductors.

    “The short-term frenzy about the AI demand definitely cannot extrapolate for the long term,” TSMC Chairman Mark Liu told analysts on a conference call. “Neither can we predict the near future, meaning next year, how the sudden demand will continue or will flatten out.”'

    www.marketwatch.com/story/taiwan-semi...
  18. StockPaardje 27 juli 2023 22:11

    • StockPaardje

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    Ik ben volledig uitgestapt vandaag. Verwacht terugval na de sterke stijging afgelopen 2 maanden en kreeg hoogtevrees :-). Hou ze uiteraard nauwkeurig in de gaten want bedoeling is wel op termijn opnieuw in te stappen.
  21. forum rang 10 DeZwarteRidder 17 augustus 2023 08:18

    • DeZwarteRidder

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    quote:

    Picasso schreef op 17 augustus 2023 07:57:

    Heb je hierover een artikel gevonden ? Kan je dit doorsturen via de blog ?
    China's internet giants order $5 bln of Nvidia chips to power AI ambitions -FT
    By Kanjyik Ghosh and Stephen Nellis
    August 10, 202312:55 AM GMT+2Updated 7 days ago
    Foxconn to use Nvidia chips to build self-driving platforms

    The logo of NVIDIA as seen at its corporate headquarters in Santa Clara, California, in May of 2022. Courtesy NVIDIA/Handout via REUTERS Acquire Licensing Rights

    Aug 9 (Reuters) - China's internet giants are rushing to acquire high-performance Nvidia (NVDA.O) chips vital for building generative artificial intelligence systems, making orders worth $5 billion, the Financial Times reported on Wednesday.

    Baidu (9888.HK), TikTok-owner ByteDance, Tencent (0700.HK) and Alibaba (9988.HK) have made orders worth $1 billion to acquire about 100,000 A800 processors from the U.S. chipmaker to be delivered this year, the FT reported, citing multiple people familiar with the matter.

    The Chinese groups had also purchased a further $4 billion worth of graphics processing units to be delivered in 2024, according to the report.

    A Nvidia spokesperson would not elaborate on the report but said that "consumer internet companies and cloud providers invest billions of dollars on data center components every year, often placing orders many months in advance."

    The Biden administration last October issued a sweeping set of rules designed to freeze China's semiconductor industry in place while the U.S. pours billions of dollars in subsidies into its chip industry.

    Nvidia offers the A800 processor in China to meet export control rules after U.S. officials asked the company to stop exporting its two top computing chips to the country for AI-related work.

    The FT report comes as President Biden on Wednesday signed an executive order that would narrowly prohibit certain U.S. investments in sensitive technology in China and require government notification of funding in other tech sectors.

    Nvidia's finance chief said in June that restrictions on exports of AI chips to China "would result in a permanent loss of opportunities for the U.S. industry", though the company expected no immediate material impact.

    Baidu, ByteDance, Tencent and Alibaba did not immediately respond to Reuters' requests for comment.

    Reporting by Kanjyik Ghosh in Bengaluru and Stephen Nellis in San Francisco; Editing by Anil D'Silva and Diane Craft

    Our Standards: The Thomson Reuters Trust Principles.
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